About Us

Getting a clear picture often means getting a better vantage point. At Talonvest Capital, we are experts in structuring debt and equity with decades of experience across the country.

The quality, caliber, and reputation of the clients who continue to place their trust and confidence in Talonvest, speaks to our ability to leverage our perspective of capital markets and soar.

We look at things a different way.
We are the capital experts.

Talonvest Principals

Company History

Throughout the years, we have achieved significant milestones that have shaped the real estate industry. With over four decades of sophisticated financial expertise and institutional knowledge, our team at Talonvest offers a unique blend of boutique services that set us apart.

We’ve funded construction loans for one of the largest lenders in the country, initiated the delivery of the first long-term, fixed-rate CMBS financing to the self-storage industry, and managed institutional joint venture equity funds for value-add commercial real estate projects across the country.

Talonvest team members have established influential industry-wide education programs and conferences, including NAIOP’s award-winning Young Professionals Group, the annual CSSA Self Storage Owners Summit, and the ULI Orange County/Inland Empire’s Annual Insights Meeting.

We’re committed to driving innovation and growth in the commercial real estate industry by remaining active in the real estate industry on the boards of prestigious organizations such as the Urban Land Institute, SSA Foundation, NAIOP, CA Self Storage Association, and the University of California – Irvine Center for Real Estate.

Our Clients

The quality, caliber, and reputation of the clients who continue to place their trust and confidence in Talonvest reflect our commitment to their success.

*Partial client listing.

1784 Holdings
Andover Properties, LLC
CIP Real Estate
The Bascom Group
SmartStop Self Storage
The William Warren Group

The Talonvest Difference

Principal Experience

With over 40 years of proven performance, our team has extensive experience managing institutional equity, executing nationwide JV investments, and facilitating diverse capital placements. We are uniquely positioned to leverage our deep knowledge of the capital markets and deliver innovative results. Our previous experience on the lending side reinforces our ability to navigate complexities with confidence and astute insights, ensuring our clients’ success in every venture.


Our team of seasoned professionals remains highly engaged throughout the entire assignment, including the closing process. We leverage our whole company’s collective institutional knowledge and diverse expertise on every deal. This collaborative spirit drives our decision-making process, ensuring creative and positive outcomes for our clients. Success is firmly rooted in our proven methodology of fostering a team environment.


Our deep-rooted and extensive industry relationships span influential stakeholders across diverse sectors, playing a vital role in securing the best terms and execution for our clients. We harness the power of our network, adeptly navigating complexities, overcoming obstacles, and consistently delivering exceptional outcomes.


We deeply value the trust of our clients. With utmost governance, we safeguard resources, provide expert advice and make well-informed and responsible decisions. We prioritize the long-term success of our clients and stakeholders by exercising the same level of diligence and caution as we would with our own finances.

Our Values


At our core, we embody a tenacious drive that fuels our pursuit of continuous growth. With an entrepreneurial mindset, we constantly question, innovate, and strive for improvement. Our perseverance propels us forward, igniting the path to success for ourselves and our clients.


We infuse our work with energy and a commitment to excellence. Fueled by a deep passion for what we do, our enthusiasm and dedication enable us to achieve exceptional results with confidence and expertise.


With a proactive mindset, we deliver concrete value and efficient execution. We seize opportunities, anticipate potential hurdles, and easily navigate challenges, optimizing outcomes for our clients. Our commitment lies in driving success by pursuing bespoke capital solutions, ensuring our client’s goals are exceeded.


At Talonvest Capital, we operate with fairness, professionalism, and unwavering integrity. This ensures the protection of our clients, colleagues, and counterparts and promotes the broader interests of society.


Talonvest Capital serves a higher purpose beyond the pursuit of maximizing profits. We actively dedicate ourselves to making a positive social impact through our ongoing philanthropic efforts. We aim to leave a lasting legacy and create a brighter future for generations to come.

Meet Our Team

National Philanthropy Day Hope Award Recipient

Committed To Community

At Talonvest, we genuinely strive to make a positive impact through our philanthropic endeavors.

Since our establishment, we have remained steadfast in our commitment to allocating a percentage of our revenues to organizations that benefit families, support education in the real estate industry, and advance opportunities for children worldwide.

Our team members actively participate and provide leadership at esteemed organizations like the OC Ronald McDonald House, UCI Center for Real Estate, and the Band of Brothers/Amazing Girls of the World.

We firmly believe that success extends beyond financial achievements. It encompasses our ability to make a meaningful impact in the lives of others, uplift communities, and forge enduring connections that extend far beyond business transactions.


Of In-kind Donations

We support charitable organizations our clients and employees are passionate about through annual contributions made on their behalf.

Over $358,000

Of Hands-on Fundraising Directly Benefiting Ronald McDonald House

We’ve made history by breaking the six-figure mark for the 2023 Orange County Walk for Kids!

Proudly supporting organizations like:

Logos for UCI Paul Merage School of Business, Amazing Girls Of The World, and Ronald McDonald House OC

André House

Boys and Girls Clubs

Children’s Hospital of Philadelphia Foundation

Cystic Fibrosis Foundation

First Tee Charleston

Gary Sinise Foundation

I Have a Dream Foundation

K9s For Warriors


Kure It Cancer Research

Leukemia and Lymphoma Society

Make-A-Wish Foundation


Pujols Family Foundation

Reteti Elephant Sanctuary

SeaTrees by Sustainable Surf

Serving Hands International

The Autism Community in Action

TREC Community Investors

Wounded Warrior Project

*Partial donation recipients listing.

The capital experts.

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